Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
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Lisa Hancox commented
When a customer approves a quote or adds comments to a quote the reply is emailed to the staff member who sent it, could this go to the business email address which we all use as sometimes emails to an individual are missed.
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Leola Bester commented
Would be great if you can add this feature. Comments?Notifications on quotes go unseen without the feature.
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Natalie Trinder commented
As a virtual assistant sending quotes on behalf of my clients, this is a critical feature that needs to be sorted asap.
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Chad Simonovic commented
This feature should obviously have been built into xero from the beginning. This is like voting on whether wheels should be round.
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Vesna Cloud commented
I have several clients and having a customer reply to a quote that relates to my user email rather than the set up 'REPLY TO' email is not efficient. I then have to see and forward the email to the business's set up 'REPLY TO' email.
Why have a 'REPLY TO' email that doesn't actually do the job?
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Helen Morgan commented
Yes, this would definitely be useful for us. As would the ability to report on Quotes accepted within a certain date range so that we can report on new sales and the value of these (this cannot be done via invoices raised because our projects are long and invoices are raised in stages over several months).
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ABDUL DEKNACH commented
We used to get notifications back in Aug 2021 and onlyu recently started to see that we are no longer recieving them.
This is critically important to our business especially when quotes are accepted
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Daniel Graham commented
To my understanding when a client responds to a quote online, accepts, declines or comments. This sends a notification to the person who creates the invoice.
It would be good if there was a way these notifications could be sent to Xero's default reply email rather than the person who drafts up the quote (or to both the person who sent the quote and the default reply email in Xero)
This would mean that if the person who sent the quote was away, notifications could be received from a generic admin email and clients could be contacted promptly when responding to quotes
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Hwa Khoon Kok commented
This is so important. Xero, please fix it.
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Karen MacDonald commented
critical to our business as we are getting no notifications at all
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JULIE BURBOROUGH commented
We have quotes that come in from our website and only 1 person gets all the responses for these quotes. Definitely needs to change
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viva hellberg commented
Yes this is needed. We find we miss a lot of quote acceptance or comments as only going to person creating quote vs ability to add another email such as our accounts group. we find another person has to constantly log into xero daily to see status of a quote.
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Christine Fearon commented
Need confirmation sent to the reply to email, as its a shared address and more than 1 person can action. Too easy to miss an acceptance by being sent to user email. Send to both if need be
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Vasiliki Kafourou commented
This is indeed critical (URGENT IMPLEMENTATION NEEDED) as it does affect the CX a lot and would save our team from lots of additional manual interventions and would make the overall quote handling much smoother with Xero!
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Farhan Kerbelker commented
This is needed asap!
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The Well Creative Consultants commented
Not having the accounts person being notified delays invoices being sent out in a timely manner. This reflects poorly on Xero, and should be updated post haste.
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ANDERSENS MORAYFIELD commented
This needs to be implemented URGENTLY!
All replies / comments / acceptances (or declines) need to be sent to the "Reply to" email NOT the user who created the Quote
This is delaying product being ordered, deposits being taken from the customer and invoices being issued.
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Geoffrey Hughes commented
Yes agree please implement an option to include a group email address which is cc'd with every client action on a Quote, eg viewed, comment, accepted declined etc